+760.8%
CIEN vs MUB
+76.3%
+684.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -15.2% | -0.9% | -14.3% | -14.8% |
| 30D | -21.5% | -1.4% | -20.1% | -20.9% |
| 3M | -40.1% | -2.2% | -37.9% | -39.4% |
| 6M | -6.6% | -1.9% | -4.7% | -5.6% |
| YTD | +37.3% | -0.8% | +38.0% | +38.0% |
| 1Y | +174.5% | +2.7% | +171.8% | +171.9% |
| 3Y | +562.3% | +8.6% | +553.7% | +538.3% |
| 5Y | +463.9% | +2.0% | +461.9% | +456.7% |
| 10Y | +1,302.4% | +17.9% | +1,284.4% | +1,245.0% |
| All | +760.8% | +76.3% | +684.5% | +520.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling